Moloney Securities Asset Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Moloney Securities Asset Management’s Portfolio BLV Stock Details BLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-7,239	Closed	-$542K	–	433
2023 Q2	$542K	Buy	7,239 +49	+0.7%	+$3.68K	0.1%	232
2023 Q1	$551K	Buy	+7,190	New	+$544K	0.1%	225

Other funds holding BLV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Moloney Securities Asset Management's BLV Position: Q3 2023 in Review

Moloney Securities Asset Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2023, closing a stake of 7,239 shares — an estimated $542K sold.

Moloney Securities Asset Management first reported a position in BLV in Q1 2023 and held it in 2 quarters. The position peaked at $551K in Q1 2023. 300 funds tracked by Wall St. Rank hold BLV as of Q3 2023.

Moloney Securities Asset Management reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Moloney Securities Asset Management sold 7,239 Vanguard Long-Term Bond ETF shares in Q3 2023, an estimated $542K.
Moloney Securities Asset Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2023 and held it in 2 quarters.
Moloney Securities Asset Management's Vanguard Long-Term Bond ETF position peaked at $551K in Q1 2023.
300 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2023.

Based on Moloney Securities Asset Management's 13F filing for Q3 2023, filed 31 Oct 2023.